What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem. -Dan Scovel

 

What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem.


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This quote is just one of 9 total Dan Scovel quotes in our collection. Dan Scovel is known for saying 'What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem.' as well as some of the following quotes.

The semiconductor industry is very, very cyclical; and when things are good - which they are now - they're always better than were expected. Of course, when things turn down, they always hit harder than anybody would have guessed. And right now what's happening on Wall Street is a lot of people are trying to kind of guess the top: are we there yet? There's really no way to tell.

Dan Scovel

What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem.

Dan Scovel

We had all these negative pre-announcements and the stocks aren't going down, and the sector is going up. The market is calling a bottom.

Dan Scovel

It's a question of growth. In some ways we think that they're a victim of their own success. I mean, when you have already won the war, what do you do next?

Dan Scovel

At first glance, I would say they came in slightly above expectations.

Dan Scovel